EWMC vs. VUG
Compare and contrast key facts about Invesco S&P MidCap 400® Equal Weight ETF (EWMC) and Vanguard Growth ETF (VUG).
EWMC and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWMC is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Equal Weight Index. It was launched on Dec 8, 2010. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both EWMC and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWMC or VUG.
Performance
EWMC vs. VUG - Performance Comparison
Returns By Period
EWMC
N/A
N/A
N/A
N/A
N/A
N/A
VUG
30.43%
2.58%
15.17%
35.89%
19.11%
15.50%
Key characteristics
| EWMC | VUG |
|---|
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EWMC vs. VUG - Expense Ratio Comparison
EWMC has a 0.40% expense ratio, which is higher than VUG's 0.04% expense ratio.
Correlation
The correlation between EWMC and VUG is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
EWMC vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400® Equal Weight ETF (EWMC) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EWMC vs. VUG - Dividend Comparison
EWMC has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWMC Invesco S&P MidCap 400® Equal Weight ETF | 0.76% | 0.96% | 0.11% | 0.92% | 1.16% | 1.25% | 0.75% | 1.14% | 0.03% | 1.43% | 1.28% | 1.01% |
VUG Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
EWMC vs. VUG - Drawdown Comparison
Volatility
EWMC vs. VUG - Volatility Comparison
The current volatility for Invesco S&P MidCap 400® Equal Weight ETF (EWMC) is 0.00%, while Vanguard Growth ETF (VUG) has a volatility of 5.29%. This indicates that EWMC experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.